Y.D. More Investments Ltd Buys 20,096 Shares of Palo Alto Networks, Inc. $PANW

Y.D. More Investments Ltd boosted its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 32.1% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 82,679 shares of the network technology company’s stock after purchasing an additional 20,096 shares during the quarter. Palo Alto Networks makes up 0.9% of Y.D. More Investments Ltd’s portfolio, making the stock its 18th biggest position. Y.D. More Investments Ltd’s holdings in Palo Alto Networks were worth $16,834,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the stock. ICICI Prudential Asset Management Co Ltd boosted its holdings in shares of Palo Alto Networks by 22.9% during the 3rd quarter. ICICI Prudential Asset Management Co Ltd now owns 10,272 shares of the network technology company’s stock valued at $2,092,000 after acquiring an additional 1,916 shares during the last quarter. Wealth Alliance LLC lifted its position in Palo Alto Networks by 5.2% during the third quarter. Wealth Alliance LLC now owns 8,824 shares of the network technology company’s stock valued at $1,797,000 after purchasing an additional 438 shares in the last quarter. Fiera Capital Corp grew its stake in shares of Palo Alto Networks by 87.8% during the 3rd quarter. Fiera Capital Corp now owns 65,464 shares of the network technology company’s stock valued at $13,330,000 after acquiring an additional 30,605 shares during the period. King Luther Capital Management Corp boosted its position in shares of Palo Alto Networks by 118.1% in the third quarter. King Luther Capital Management Corp now owns 767,711 shares of the network technology company’s stock worth $156,321,000 after purchasing an additional 415,711 shares during the period. Finally, CFO4Life Group LLC purchased a new stake in Palo Alto Networks in the 3rd quarter worth $211,000. 79.82% of the stock is owned by institutional investors.

Insider Activity

In other Palo Alto Networks news, EVP Dipak Golechha sold 5,000 shares of the stock in a transaction dated Tuesday, December 23rd. The shares were sold at an average price of $188.18, for a total value of $940,900.00. Following the completion of the transaction, the executive vice president directly owned 155,119 shares of the company’s stock, valued at approximately $29,190,293.42. This trade represents a 3.12% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Lee Klarich sold 120,768 shares of the stock in a transaction dated Thursday, January 8th. The shares were sold at an average price of $191.03, for a total transaction of $23,070,311.04. Following the completion of the sale, the executive vice president directly owned 298,887 shares in the company, valued at approximately $57,096,383.61. The trade was a 28.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 260,542 shares of company stock valued at $49,910,995 over the last quarter. Company insiders own 1.40% of the company’s stock.

Trending Headlines about Palo Alto Networks

Here are the key news stories impacting Palo Alto Networks this week:

• Positive Sentiment: Q2 results beat estimates — revenue and EPS topped expectations and management raised revenue guidance, highlighting durable ARR and Next‑Gen Security momentum. Analysts cite platform strength as a longer‑term tailwind. PANW Q2 beat (Zacks)
• Positive Sentiment: Catalyst view: some strategists call the pullback a buy‑the‑dip given strong cash flow, institutional ownership and the company’s M&A that could drive longer‑term value. MarketBeat: Dip Might Be a Gift
• Positive Sentiment: Certain brokers reiterated Outperform/Buy ratings (Citizens Jmp, Wedbush, RBC, Rosenblatt), signaling sustained conviction among some desks despite cuts. Citizens Jmp Reiterates Market Outperform
• Neutral Sentiment: Palo Alto announced an offer related to CyberArk’s convertible notes as part of the acquisition close — a corporate housekeeping step tied to its M&A activity. This is part of integration/financing rather than new operating guidance. PR Newswire: Offer to Purchase CyberArk Notes
• Neutral Sentiment: Commentary from management (CEO defending the strategy) aims to distinguish Palo Alto from AI‑tech volatility — useful context but hasn’t quelled near‑term selling. CNBC: CEO defends strategy
• Negative Sentiment: Major broker downgrades and price‑target cuts hit in force (Goldman, HSBC, Scotiabank, Stifel, Deutsche Bank, Susquehanna, JPMorgan among others), citing weaker profit guidance and integration costs — this directly pressured the stock. Analyst downgrade roundup (American Banking News)
• Negative Sentiment: Guidance and margins are the chief worry: management flagged integration costs from recent acquisitions that will weigh on near‑term EPS, prompting several firms to trim FY26 EPS/targets. Globe and Mail: In line results but stock drops
• Negative Sentiment: Unusually large put buying (≈174k puts, +399% vs. normal volume) signals elevated downside hedging/speculation, increasing short‑term selling pressure and volatility. (options volume report)

Analyst Ratings Changes

A number of research analysts have recently weighed in on PANW shares. Morgan Stanley restated an “overweight” rating and set a $223.00 price objective (down previously from $245.00) on shares of Palo Alto Networks in a research report on Wednesday. Scotiabank reiterated an “outperform” rating on shares of Palo Alto Networks in a report on Wednesday. Stifel Nicolaus lowered their price objective on shares of Palo Alto Networks from $200.00 to $185.00 and set a “buy” rating for the company in a research report on Wednesday. Needham & Company LLC dropped their price target on Palo Alto Networks from $230.00 to $200.00 and set a “buy” rating on the stock in a research report on Wednesday. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Palo Alto Networks in a report on Monday, December 29th. Thirty-three analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $212.51.

Palo Alto Networks Price Performance

NASDAQ PANW traded up $3.78 during trading hours on Friday, hitting $154.77. 2,588,848 shares of the company’s stock traded hands, compared to its average volume of 10,662,681. Palo Alto Networks, Inc. has a 52-week low of $144.15 and a 52-week high of $223.61. The company has a market capitalization of $107.87 billion, a PE ratio of 85.62, a PEG ratio of 3.64 and a beta of 0.75. The firm’s 50-day moving average is $179.46 and its 200-day moving average is $191.65.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings data on Tuesday, February 17th. The network technology company reported $1.03 earnings per share for the quarter, topping the consensus estimate of $0.94 by $0.09. Palo Alto Networks had a return on equity of 17.60% and a net margin of 12.96%.The company had revenue of $2.59 billion during the quarter, compared to analyst estimates of $2.58 billion. During the same period in the prior year, the business posted $0.81 earnings per share. The firm’s revenue for the quarter was up 14.9% compared to the same quarter last year. Palo Alto Networks has set its FY 2026 guidance at 3.650-3.700 EPS and its Q3 2026 guidance at 0.780-0.800 EPS. Equities research analysts predict that Palo Alto Networks, Inc. will post 1.76 earnings per share for the current fiscal year.

About Palo Alto Networks

Palo Alto Networks (NASDAQ: PANW) is a cybersecurity company founded in 2005 and headquartered in Santa Clara, California. The firm develops a broad suite of security products and services designed to prevent successful cyberattacks and protect enterprise networks, clouds, and endpoints. Built around a platform strategy, its offerings target threat prevention, detection, response and governance across hybrid and multi-cloud environments.

The company’s product portfolio includes next‑generation firewalls as a core on‑premises capability, alongside cloud‑delivered security services and software for securing public and private clouds.